Project Management

Create a New Project

Admins can directly create projects without requiring any approval process. Below are the capabilities of Admins for project creation actions:

• Create projects directly without requiring approval workflows
• Review and approve or reject project requests from team members
• Access and manage permissions and project organization
• Configure default project settings and templates

For more details on how to create projects, refer to this link.

Approve or Reject a Project/User Addition Request

Below are the steps you can follow to review, approve or reject the GCP project creation or user addition requests from your team members:

1. Once a user has requested a project or the addition of a user, it will go to you for approval. You can see all the requests on the "My Tenant" page under the Pending tasks section.

2. You can click on "View all" to view all the requests.

3. Click anywhere on a specific request to open its detailed view.

4. Review the request details carefully.

5. Based on your verification, click "Approve" to accept the request or "Reject" to decline it.

6. Once you submit your decision, a notification will be sent to the user who requested the project/user addition and a message displaying the action you took will be mentioned.

Edit Project Name

If you are a tenant admin, you can edit the name of your projects using the edit functionality.

To edit your project name:

1. Select the active project you wish to rename. Then click the pencil icon (🖉) next to the project name to edit it.

2. A text field will appear with the current project name. You can modify the name as required.

3. When you click the checkmark, your new project name will be saved and reflected instantly.

Note

Only administrators are authorized to edit project names.

Remove Users From Project

To remove a user from a project, follow the below steps:

1. Navigate to the "My Projects" page and select any active project.

2. From the project details page, click the edit icon next to the Users section.

3. From the list of users, select the user you need to remove from the project.

4. Click the delete icon and confirm yes to remove the selected user from the project.

Delete a Project

To delete a project, follow the steps below:

1. Navigate to the "My Projects" section and select the active project that you need to delete.

2. On the project detail page, click on the three dots(⋮) next to the project name.

3. Select the "Delete" option from the menu.

4. In the confirmation prompt, click on the "Delete" button again to permanently delete the project.

Administrative Capabilities

Administrators can perform the following project management actions:

• Review and approve or reject project creation requests from team members
• Add or remove users from existing projects
• Delete projects when they are no longer needed
• Monitor all project activities within their tenant
• Manage project permissions and access controls
• Set budgets at any level i.e. folder/project level

Best Practices for Project Management:

• Review project requests promptly to avoid delays in team productivity
• Verify that project requests include adequate justification and resource requirements
• Communicate clearly with team members about approval decisions
• Regularly audit project user lists to ensure appropriate access levels
• Consider the impact on ongoing work before deleting projects